Alternatives to Decisions on Demand
Compare Decisions on Demand alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Decisions on Demand in 2026. Compare features, ratings, user reviews, pricing, and more from Decisions on Demand competitors and alternatives in order to make an informed decision for your business.
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1
Plauti
Plauti
A complete data management platform native to Salesforce and Microsoft Dynamics. Verify, deduplicate, and unify siloed data. Execute smart single-click actions and intelligently assign any record, all within your CRM. Plauti is a Salesforce-native data management platform designed to ensure your customer data is accurate, complete, and actionable. It offers a seamless integration with Salesforce to verify, deduplicate, manipulate, and assign records automatically, empowering your teams to make faster, smarter decisions. Plauti’s end-to-end data orchestration ensures that your records are validated and routed correctly, enabling businesses to trust their CRM data at every stage of the record’s lifecycle. With Plauti, you can automate processes, maintain data integrity, and deliver better results without relying on external tools. -
2
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
3
Lusha
Lusha
Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. B2B engagement is based on trust. Lusha helps you build that trust using simple tools which allow you to enrich and verify business profiles. Today, over 800,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis. Our customers range from small and medium businesses to enterprises including Google, Amazon, and Apple, to name but a few. Use our razor-sharp filters to get your list of 1,000 prospects in one go. Easily build your lists with accurate and actionable data on each single prospect. In one click, export lists to your CRM and put your workflows on autopilot. Install Lusha on your browser to get instant contact and company data on all the people you want to reach, right where you work: LinkedIn, Salesforce, or any company website.Starting Price: $0 -
4
PowerRouter
PowerRouter
Focus on what matters the most for your business i.e. closing more deals faster. Ensure every lead has the best chance to convert by routing it to the right rep on your team. Your prospects and your team members deserve no less Match leads to accounts and then route leads to teams You can close faster when your reps reach out to your prospects the fastest. Don’t lose revenue because your leads got stuck in the cracks – Follow up fast, Win more. Assign leads as they come – to your SDR team, account executive or CSM by matching leads to your named accounts in real-time. Convert them while they’re hot. Speed to lead is the key to Conversion Reps, Reps & More Reps Visual Canvas to build flows easily Easy Drag and Drop interface to manage workflows in real-timeStarting Price: $15 / user / mo -
5
Round Robin Distributor
Mirketa
Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.Starting Price: $169/company/month (10 users) -
6
Q-assign
Ortoo
Q-assign is a native Salesforce lead and case assignment solution designed to automate and optimize how work is distributed across sales and service teams. It enables organizations to route records such as leads, cases, accounts, and custom objects using configurable rules based on criteria like territory, skills, priority, or availability. It supports multiple distribution models, including round robin, load balancing, and rule-based assignment, helping teams ensure work is allocated fairly and efficiently. Q-assign operates in real time within Salesforce, allowing records to be assigned instantly as they are created or updated, which reduces response times and helps prevent leads from going cold. It also provides tools for monitoring assignment performance, managing queues, and rebalancing workloads when users are unavailable. -
7
Fullcast Perform
Fullcast
Fullcast Perform automates lead, account, and opportunity routing to eliminate manual errors and delays. The platform ensures the right leads reach the right reps instantly, aligning assignments with your GTM and territory plans. With flexible, no-code rules, you can route based on territory, skills, availability, or round-robin fairness. Real-time dashboards track SLA compliance, speed, and bottlenecks to improve efficiency. Push notifications alert reps immediately on new assignments, while auto-qualification prioritizes leads for higher conversion. By streamlining routing, Fullcast Perform drives more pipeline and keeps revenue teams focused on selling.Starting Price: $30 per user per month -
8
Salesbolt
Salesbolt
Your customers will change jobs every 36 months on average. Customer job changes present a hidden churn risk, turn this risk into opportunity with Salesbolt. Leverage your existing relationships to drive new business with prior users of your solution at their new companies. Identify new opportunities as contacts leave customer accounts to join new organizations. Alert the right user as contacts leave customer accounts to prevent and reduce churn. Generate Reports and Dashboards to track high value Job Role & Company alerts within your pipeline. Automate Lead, Contact or Account Creation &. Enrichment based on the alerting rules you choose. Work from standard CRM list views enriching your existing records with Salesforce Native Data. Additional data API connections for technographic data enrichment and segmentation.Starting Price: $50 per user per month -
9
Salesforce Maps
Salesforce
Empower your workforce on every journey, at every location, with add-ons for complex routes, territory optimization, and live updates from the field. Save hours in planning, administration, and drive time with route optimization and auto-logging of activity data. Focus on high-value nearby lead opportunities and service appointments in every field opportunity. Prioritize and scale daily customer visits using key business data, such as lead value and account type. Upgrade to Salesforce Maps Advanced for even more complex geo-visualization, route optimization, and analytics. Seamlessly coordinate critical account and user data with the territory planning and assignment process. Eliminate cumbersome manual planning processes by running multiple scenarios nimbly and seamlessly. Automatically balance territories based on attributes that matter most, and plan daily routes based on what’s easily accessible for your teams. -
10
Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit. Entity Support: Supports OOB as well as Custom Entities Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm Capacity: Assign Leads depending upon the individual capacity of each user Rules: Create multiple assignment rules for different selection criteria of the Leads Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement Period: Set period to assign work items based on period
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11
Kubaru
Kubaru
Kubaru is a native Salesforce application designed to automate and optimize the assignment of leads, cases, and other records within CRM workflows. It enables organizations to replace manual routing with configurable automation that distributes records based on criteria such as availability, skills, geography, or workload. It supports multiple assignment methods, including round robin, territory-based routing, rule-based logic, and skill-based matching to ensure each record reaches the most appropriate representative. Kubaru also incorporates scheduling awareness, allowing records to be assigned according to out-of-office status, holidays, and user capacity to maintain balanced workloads. Additional capabilities include automated reassignment of unworked records, duplicate management to keep related items with the same owner, and real-time notifications that alert teams immediately when new work is assigned.Starting Price: $20 per month -
12
DemandMatrix
DemandMatrix
Our platform leverages publicly available sources of data to further build analytical data sets. The complete process involves removing noisy data, standardizing attributes and missing value treatments to extract data points of interest for our customers. DemandMatrix detects the technology data that other companies license and resell. Our Narrow AI with humans in the loop, are able to utilize this data to get you accounts that want your products. Competitive analysis, demand forecasting, predictive models, lead and opportunity scoring. Identify their at-risk accounts and discover accounts that need your product. Get answers to critical business questions. Account-based marketing, lead generation, cross-selling, retention campaigns. Forecasting, territory assignment, appointment-setting, competitive campaigns, sales insights. Help your sales team prioritize their efforts. Refine your sales forecasts. See which accounts are in-market now. -
13
Distribution Engine
NC Squared
Distribution Engine offers a number of different ways to distribute records within your teams. Some of these are summarised below, but many more are offered in the application. Fairness is vital for happy, motivated and successful sales teams. Round robin remains the simplest and most effective way to achieve this. Round robin distributors will hand each team member a record before starting at the beginning again. Every team member knows that their turn will come, so there are no more misunderstandings about how allocation works! Load balancing provides a way to ensure even workloads across your team, accounting for differences in availability and the tags of each team member. Ideal for distributing cases, load balancing can even be configured to consider assignments outside of Distribution Engine, or to consider the value or complexity of records assigned.Starting Price: $45 per user per month -
14
Prolifiq
Prolifiq.ai
Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Prolifiq CRUSH: The tool helping you proactively account plan in Salesforce, your source of truth when closing deals. -
15
ClosePlan
ClosePlan
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.Starting Price: $10 per user per month -
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Traction Complete
Traction Complete
Join hundreds of customers that are feeling the impact of connected account hierarchies and powerful assignment. It’s time for a speed-to-lead revolution. Powerful and flexible lead assignment built for enterprise. Clean, connected account hierarchies are now possible with the first automated account hierarchies solution for Salesforce. Join the speed-to-lead revolution and watch your team make game-changing strides in their lead response times. Create the perfect symphony of movement between your data, sales reps, and revenue teams. With Complete Leads, you’ve got the most powerful, automated lead-to-account matching and routing solution on your side. Join the speed-to-lead revolution and begin to realize your revenue potential. But hey, don’t take our word for it, our customers say it best. When 50% of potential buyers choose the vendor that responds first, you need to be first. With enterprise level features designed to help you speed up, you can. -
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NotesAlly
NotesAlly
Use NotesAlly to update Salesforce, log sales calls, and create follow-up tasks in one go. Connect NotesAlly with Salesforce and enable your sales team to be more efficient. Focus more on selling and engaging more with prospects. Execute automated actions in Salesforce and operate at high productivity. AVIAN is your sales ally. You can associate reference points & battle cards with certain keywords and store them with AVIAN. Fill your Salesforce with automation. Use Notes and update multiple fields at once. Update opportunities in Salesforce without opening Salesforce. Do 1-click edits in your personalized dashboard. With NotesAlly's consolidated opportunities view, you could update opportunity stage and set closure date. The Sales Enablement App that saves up to 8 hours per week and automates action items on Salesforce. We aim to bring down the time taken to record and update information in sales CRMs to a few seconds.Starting Price: $20 per user per month -
18
Vyakar
Vyakar Inc.
Vyakar is a CA-based company offering services like List matching, Fuzzy matching, Lead routing, Marketing Segmentation and Lead to account matching to help companies to simplify their sales and marketing operations. We use a set of complex rules, dictionary and machine learning to deliver business results. Our products are integrated with major marketing automation systems and CRM like Salesforce, as well as it's designed to work standalone using web services for custom use cases. For more information, visit Vyakar's official website.Starting Price: Free trial available -
19
Geopointe
Geopointe
Geopointe is a native AppExchange application that location-enables Salesforce and brings actionable insights to our customers' business processes. See For Yourself, Mapping made simple – Real Simple. Geopointe is a native AppExchange application that location-enables Salesforce and brings actionable insights to our customers' business processes. Who is Geopointe for? SALES: Schedule trips and optimize routes; Check-in and log meetings notes; Fill in meeting cancellations. Features: Unlock the where in your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can locate any Salesforce data, anywhere in the world. These searches could be anything from a view of all accounts, clustered by concentrations, to a small neighborhood search for local leads and prospects. Geopointe will give you the big picture using advanced visualization and filtering capabilities to identify trends and patterns you never knew existed.Starting Price: $45 per user per month -
20
Personas
Personas
Spend 50% less time prospecting - and get better results. Increase qualified meetings, reduce time prospecting, and increase revenue by targeting your company’s specific personas. Keep your outbound engine running. The highly-targeted lead gen platform that integrates with all of your sales tools. Only source leads that match your ideal customer persona. Based on filters like company size, technology usage, social profiles, department sizes & more. It then pushes them directly into your personalized sales engagement campaigns. Eliminate tasks that steal hours from your sales reps. Ditch the spreadsheets. No more list cleaning and lead deduplication. Personas saves reps 10-22 hours per week compared to old-school manual lead selection. A single integrated platform for lead management. Personas syncs bi-directionally with Salesforce, HubSpot, Outreach & more to ensure your lead data is always up to date everywhere. It never sources leads you already have in your CRM.Starting Price: $500 per month -
21
Optymyze
Optymyze
Drive performance of the salesforce with actionable performance insights delivered through mobile apps. Promote transparency and trust in the salesforce through plan communication and governance processes. Simplify comp plan building process for analysts with innovative comp model builder. Improve productivity of sales commission administration through dispute and payment management processes. Improve quota performance of the salesforce with actionable performance insights. Promote transparency and trust in the salesforce through quota and adjustments communication. Simplify quota setting process for analysts with innovative quota model builder. Improve effectiveness of the quota setting process with a variety of quota analyses for analysts. Improve salesforce execution by providing map-based territory level data visualizations. -
22
Laserfocus.io
Laserfocus.io
Manage your deals, tasks, and customers with an interface saves you 5 hours per week. We remove all the unnecessary Salesforce fluff and so you can stay focused on what's important, your customers. Make data hygiene part of your daily workflow. A chaotic pipeline doesn't help you, nor does it help your manager. But keeping everything up to date in Salesforce is laborious because of Salesforce. Laserfocus lets you update all your deals now in one flow, simple as a spreadsheet. and every change is saved instantly. Too many open tabs are an absolute productivity killer for modern salespeople. With Laserfocus, you can manage all your deals, customers, and tasks faster in one single interface. The result is less distraction and more time to focus on customers. Bulk edit or reschedule tasks to keep your inbox focused for the moment. Set new tasks from anywhere with shortcuts, so you don't forget them. Update and filter your data instantly below 100ms.Starting Price: $30 per user per month -
23
Sweep
Sweep
Sweep makes CRM simple so you can work smarter. Visualize, create and manage your CRM processes, rules, and automation while Sweep constructs an optimized backend Salesforce infrastructure. The workspace to design your perfect CRM funnel. One interface, create, collaborate and deploy to Salesforce. Drag-and-drop, see how your CRM steps interact, as you build them. Intuitive framework to view and manage configurations. Global view, a single viewport to analyze your full CRM. Direct action, find optimizations and diagnose bottlenecks proactively. Goodbye repetitive work, automate any part of your process. A Salesforce Lightning component designed specifically to aid your sales teams. Salesforce simplified, inline guidance makes Salesforce interaction easy for your sales teams. Deploy your funnels quickly and safely from sandbox to production. Everything you need to support native reporting in Salesforce from day one. -
24
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
25
Ascendx
Ascendx
Ascendx is an enterprise-grade SaaS platform designed to enhance Salesforce by providing AI-driven solutions across sales, service, data, and operations. Its connected portfolio includes tools for sales enablement, service automation, workflow orchestration, data integration, and point-of-sale experiences. It automates lead and case assignments while ensuring secure data management and real-time replication to platforms like Snowflake. Ascendx offers document automation within Salesforce and enables mobile and in-store transactions seamlessly integrated with CRM data. Ascendx's modular architecture allows enterprises to adopt solutions as needed, ensuring scalability and compliance. Ascendx empowers organizations to unlock the full potential of their CRM systems. -
26
Velocify
ICE Mortgage Technology
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.Starting Price: $60 per user per month -
27
Intelliverse
Intelliverse
Intelliverse’s Open Network (ION) is a cloud-based Telephony application platform developed by Intelliverse Labs. The Infrastructure is built for high-volume and low-latency so you can scale fast while maintaining fidelity. Customers also connect their software to ION programmatically to make and receive phone calls, perform other telephony functions using its web service APIs. A Sales Dialer for Salesforce and Microsoft Dynamics CRM that enables you to have more meaningful conversations. An Appointment Setting Service that helps you build an effective sales pipeline with qualified leads and appointments. An Email Tracker that provides real-time notifications to track when emails are opened and know their location for sending timely follow-ups. A cloud Voice Messaging System integrated with Hosted PBX and SIP trunking to improve the productivity of your sales teams and maximize savings. -
28
Replyify
Replyify
Automate Your Cold Emails & Follow-ups. Put your sales process on autopilot with effortless drip marketing. Built for companies, large and small, Replyify is free to start and affordable as you grow. A modern sales platform to automate your Account Based Marketing and create more opportunities. Drip email campaign sequences are the most efficient way for Account Executives, Sales Development, Demand Generation, Recruiters, Financial Planners, VPs and CEOs to close more deals. Replyify automates your pipeline activities to match the way you sell in real life with emails, phone calls and social selling. Connect ANY email account (Gmail, Office365 & more). We're integrated directly with Salesforce CRM. (Zapier too!!) Emails are automatically customized with the prospect's info and sent right from your inbox, not ours (psst-this increases deliverability). Send more prospecting emails, book more meetings, and close more deals with an All-In-One Platform you and your team will actually use.Starting Price: $19 per month -
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Indydesk Sales
Indydesk
Indydesk Sales is a simple, easy to use, customizable sales CRM tool to manage all your leads, pipelines, tasks, & team. It covers all the major touch-points in the sales journey from a lead to a customer. It helps you to achieve more sales with less stress. With our tool, you could easily handle the following activities: 1. Visualize & analyze Your Revenue Opportunities 2. Create Custom Pipelines & assign leads in stages 3. Integrate Your Lead Source & automatically fill leads 4. Import your existing leads & perform actions 5. Prioritize More Leads With Pipeline 6. Put more efforts on leads with high conversion probability 7. Create, assign & handle tasks among your team with ease 8. Manage Meetings & Appointments 9. Don't let your meetings & appointments missed 10. Customize & Save Your Report DashBoard 11. View all your sales metrics under a single dashboardStarting Price: $0.00 -
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LeadTrax
LanTrax
Transform your leads into profits at every step of the sales process. Manage all aspects of your lead generation efforts more efficiently, including collection, assignment, sales cycle and follow-up. Gain true visibility of the performance of your sales associates and business partners and see how they’re performing with leads. Track profitability of every lead source, associate and branch office. Automatically consolidate all your lead sources into one solution using our Lead Capture API and our email parsing technology. We can work with your company web site, Zillow, Buyside, ReadyChat, Realtor.com, Homes.com, and many other lead generation partners. Automatically route leads to sales associates using round robin or broadcast assignment rules. Set time limits to accept leads. Track acceptance times, multiple inquiries, and much more!Starting Price: $299 per user per month -
31
LeadAngel
LeadAngel
LeadAngel smart-matches incoming leads with existing accounts and distributes leads among your sales team using the most powerful & flexible lead routing and lead matching algorithm available. We as a team helps your business to drive sales with the automated lead management. The application offers data standardization, fuzzy matching, lead segmentation, Contact Routing and Account Routing and lead to account matching in a user-friendly interface with smart drag or drop options. The solutions are built with API's to help you leverage everything our platform has to offer. Eliminating duplicate leads, merge with existing contacts, and removing redundant accounts with LeadAngel’s powerful data cleanup engine and track the entire procedure with LeadAngel's reporting where each and every step is visible. Further optimize your sales funnel with tools such as auto conversion of leads into contacts if a matching account is found. -
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Chargent
AppFrontier
Chargent Payment Processing for Salesforce is the top payments application on the Salesforce AppExchange. Chargent is a 100% Salesforce native, lightning-ready credit card / ACH payment solution for one-time or recurring billing. Chargent puts you in complete control of your payment processing, managing everything right in Salesforce where your customer data is stored. Available as an easy-to-install Salesforce add-on, our highly extensible platform has been deployed in hundreds of organizations since 2008. Chargent comes with pre-built integrations to 30+ direct payment gateways, with developer tools that make it easy to customize to fit any business process. Securely take phone payments from a user-friendly interface. Chargent is the leading payment processing application on the Salesforce AppExchange. Use multiple gateways simultaneously for separate business units. -
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SendHub
SendHub
Discover what makes SendHub the right choice for your enterprise. With other channels such as voice and email losing effectiveness, more and more businesses are turning to SMS to ensure their message is delivered. We are your out-of-the-box and fully fledged business SMS and voice platform that offers convenience, flexibility, and all the features that today's modern businesses and organizations need to manage SMS marketing campaigns, customer support, dispatch and delivery, and a wide range of other use cases, all within an easy to use web dashboard and mobile app. There's no hardware to install or configure, everything you need is included in your SendHub account. SendHub for Salesforce SMS messaging is now available in the Salesforce AppExchange.Starting Price: $5.95 per month -
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Milestones PM+
Passage Technology
Cross-industry, native, project and process management solution for Salesforce. Project management isn’t one-size-fits-all. That’s why there’s Milestones PM+ for Salesforce. Free Salesforce project management app on AppExchange, Milestones PM+ is easy to use for simple task management and flexible to customize for complex business programs. No matter how broad or granular, Salesforce project management is great for any business. Save time on repeatable tasks and efforts like onboarding and meetings with preset templates. Instantly update clients about progress on their contracts and orders. Transform ad hoc planning and notes into organized, actionable projects. Clearly detail framework and roadmaps for proposal presentations. Smarter Task assignments with our comprehensive Resource Finder. -
35
Routera
Routera
Growing sales teams use Routera to control lead assignment generated from marketing, and ensure adherence is met. This leads to quicker response times, organized pipelines, and more pipelines moved to closed won. Hot leads are slipping through the cracks of your sales pipeline. Integrate Routera to your CRM in 5 minutes and make sure every lead is assigned to the right person, worked, and accounted for. Build routers to make sure all incoming leads are assigned to the right rep. Distribute with flexibility and increase win probability. Build routers to make sure all incoming leads are assigned to the right rep. Distribute with flexibility and increase win probability. Set capacities to ensure each rep can only have a certain number of leads. Scientifically scale your sales operations the right way. Set time limits on how long a rep has to reach out to a lead, reducing time to first response.Starting Price: $99 per month -
36
SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
37
Rattle
Rattle
Rattle connects Salesforce and Slack bi-directionally and brings your CRM to you, for exactly what you need and right when you need it! When your CRM adapts to your human workflows, you can get to your ROI goals faster and increase performance with less effort. Your sales team’s new favorite automation. Get to your ROI goals faster. Increase performance with less effort. Make your CRM adapt to your human workflows. Connect Salesforce and Slack in just one click. Deploy Rattle for any challenge using pre-built playbooks and our no-code builder. There’s no new tool to learn, so your team’s learning curve will be extinct. Helping high-growth sales teams run smarter. Get rid of grunt work and let your sales team use their brainpower to better use. Often in back-to-back meetings, it is hard for reps to capture critical deal data in Salesforce. Rattle lets reps log their calls, track key metrics, and manage opportunities, all from Slack.Starting Price: $19 per month -
38
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
39
SalesWings
SalesWings
SalesWings is a powerful buyer intelligence and sales enablement platform designed to help marketing, sales, and agentic teams deeply understand customer intent. It captures behavioral data and converts it into actionable insights that identify the hottest leads and most promising accounts. By integrating seamlessly with tools like Salesforce, Braze, Segment, and Slack, SalesWings delivers real-time scoring and engagement alerts directly where teams work. Its AI-driven Sales Copilot empowers sales reps with personalized next-best actions to close deals faster. Marketing teams benefit from intent data that aligns campaigns with genuine buyer interests, ensuring every message resonates. With SalesWings, teams move beyond guesswork and operate with a shared understanding of how to win buyer trust. -
40
LiftIQ
LiftIQ
Focus Your Team. Lift Revenue. The smarter way to identify high value customers, synchronize efforts and drive revenue growth. Elegant solutions built directly in Salesforce. Empower individuals to see the greatest revenue and conversion potential. Leverage rules engines and machine learning to prioritize prospects and customers. Intuitive UI built directly in Salesforce that eliminates noise and distractions. Create target lists from LiftIQ's prioritized view of accounts and opportunities. Synchronize efforts between account executives and account development. Build and share lists to execute your ABM strategies. Reach out to contacts directly from Salesforce from LiftIQ's prioritized views. View relevant company information and drivers to intelligently engage individuals. Capture engagement directly in Salesforce. -
41
SmartCloud Connect
Invisible
Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS. -
42
Qualifire
Qualifire
Qualifire is a cutting-edge SaaS solution designed to transform how businesses handle inbound leads, ensuring no opportunity is missed. With Qualifire, you can seamlessly identify, qualify, and route your most promising leads in real-time, enabling your sales team to focus on high-value prospects and close deals faster. By integrating AI-powered lead scoring and multi-source data enrichment, Qualifire ensures that every lead is accurately assessed and prioritized based on your unique criteria or its smart algorithm. The platform offers advanced features such as automated lead routing through round-robin, rule-based methods, or team availability optimization, ensuring the right salesperson connects with the right lead instantly. Its seamless CRM integration and embeddable smart contact forms make it easy to incorporate into your existing tech stack without disrupting workflows.Starting Price: $50/month -
43
Report Sender
CloudAnswers
Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).Starting Price: $100 per month -
44
LinkedIn Sales Navigator
LinkedIn
Target the right buyers, understand key insights, and engage with personalized outreach. Keep track of key lead and company changes. Reach and engage with prospects. Find the right people and companies with a search experience that delivers the most relevant prospects. Quickly discover the right people at your target accounts with suggestions customized for you. Automatically save the leads and accounts you are selling to and log Sales Navigator activity to CRM in a single click. Get relevant insights on your accounts and leads, including job changes. Organize your leads and accounts with tags, and take notes that can be synced back to CRM. View the expanded list of who’s viewed your profile in the last 90 days. Automatically save the prospecting leads and accounts you are selling to and log Sales Navigator activity to CRM in a single click.Starting Price: $64.99 per month -
45
Dooly
Dooly
Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals so nothing slips through the cracks. Spend more time with your customers and less time organizing and logging your notes. Take notes and Dooly syncs everything to Salesforce for you. Save hours of Salesforce hassle with 1-click edits you can make from one easy dashboard. Always know what to say on your calls. Close more deals with talking points, content, and battlecards that pop live in your notes from what gets said. Add Salesforce fields directly to your notes and update them like text. Put your admin on autopilot. Your notes, fields, activities (and more) all sync to Salesforce in real-time. Sell faster with templates you can add Salesforce fields to and share with your team. Dooly identifies new contacts for you and can add them to Salesforce in 1-click.Pick up where you left off and see your next steps with full notes history for every deal.Starting Price: $25 per user -
46
BuzzBoard
BuzzBoard Inc.
BuzzBoard uncovers data-driven insights about SMBs that drive more meaningful conversations for marketers and sellers, resulting in increased sales across the customer lifecycle. By applying data science and digital signals to the world’s most extensive collection of business intelligence about SMBs, BuzzBoard answers the most important question for marketers and sellers: why will my prospects and customers want to engage? BuzzBoard transforms unproductive sales interactions into customized opportunities to improve customer engagement, book more appointments and close deals faster. BuzzBoard’s unique, insights-driven technology provides micro-targeting capabilities for prospecting, identifies upsell and cross-sell opportunities to grow existing customers, automatically monitors top accounts to increase retention, and generates compelling content that fuels customer engagement. -
47
Fullcast
Fullcast
Experience the impact of the AI-enabled, no-code platform for capacity planning, territory and quota management, routing, performance-to-plan tracking, and more! Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. -
48
Hero.app
Hero.app
Cut your Salesforce work in half. Take it for a spin, it’s free and you’ll be up and running in seconds. Interact with your pipeline in a snappy spreadsheet with instant two-way editing, filters, groups, notes, etc. Mouse slowing you down? Get your gamification on and learn our myriad of keyboard shortcuts to find and update what you need in a fraction of the time. Customize and keep tabs on your most important metrics on your Hero home screen. We’ll also let you know how much time you’re saving. We will never see your CRM data. Hero works client-side (on your device only), so it’s just your computer communicating directly with Salesforce. You know the rules, shouldn’t your software? Set up Hero to make automatic updates based on your own custom triggers. Stop updating one record at a time. Filter, check, and bulk update with just a few clicks. Collaborate in real-time with other users, even if they don’t have a Salesforce account. -
49
AssetOptics
AssetOptics
AssetOptics provides the leading native Force.com enterprise asset management (EAM) solution available on the Salesforce AppExchange. We enable customers to increase productivity, improve net return on assets, reduce operating expenses and reduce operating risk. AssetOptics Facilities, Equipment and Fleet Maintenance for Salesforce incorporates industry best practices for effective asset maintenance. We deliver business process consulting, application training, technical services and project management for AssetOptics EAM and Salesforce CRM. AssetOptics was founded by a former engineering professional who understands the needs of the maintenance management community and a former software professional who knows how to deliver robust, affordable software solutions. -
50
Track
Track
Track automates qualification, routing, scheduling, and follow-ups for your inbound leads so that your sales team can focus on closing them. Get meetings with high-intent leads faster. Easy shortcuts & snippets to 2x your sales team productivity. Use customizable and branded forms or integrate with Typeform. Round Robin Routing to the apt lead, instant scheduling with reminders via email, WhatsApp, etc. Quick response time with support and feature requests. Get instant lead routing, faster speed-to-lead, and reduced time-to-meeting. Optimize win rates with instant qualification of leads and efficient lead routing to the right sales rep. Increase speed-to-lead, and reduce time-to-meeting. Track supports scheduling across geographies, and complex routing flows, including territory-based routing with ease. Increase pipeline velocity and have better win-rates.
